Institutional Ownership Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW). We have compiled data on the 2,222 institutions that hold shares in the stock, with a total of 1.48 Billion shares, which have been reported (via 13F filing form) to have a value of $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
667,855
shares
|
$53.7 Million
3.24% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
662,242
shares
|
$53.3 Million
0.12% of portfolio
|
Q4 2024
Added 29.6%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
658,815
shares
|
$53 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
644,831
shares
|
$51.9 Million
0.01% of portfolio
|
Q4 2024
Added 184.97%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
637,957
shares
|
$51.3 Million
0.17% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
Feb 14, 2025 Q4 2024 |
636,602
shares
|
$51.2 Million
4.81% of portfolio
|
Q4 2024
Reduced 18.05%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
633,736
shares
|
$51 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
630,922
shares
|
$50.8 Million
0.05% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
625,186
shares
|
$50.3 Million
1.9% of portfolio
|
Q3 2021
Added 48.1%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jan 23, 2025 Q4 2024 |
624,421
shares
|
$50.2 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
621,891
shares
|
$50 Million
0.31% of portfolio
|
Q4 2024
Reduced 24.28%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
618,033
shares
|
$49.7 Million
0.13% of portfolio
|
Q4 2024
Added 14.22%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
616,604
shares
|
$49.6 Million
3.72% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Moore Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
615,664
shares
|
$49.5 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Feb 12, 2025 Q4 2024 |
611,142
shares
|
$49.2 Million
4.72% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
610,100
shares
|
$49.1 Million
0.06% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Feb 13, 2025 Q4 2024 |
603,216
shares
|
$48.5 Million
3.63% of portfolio
|
Q4 2024
Reduced 23.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
597,659
shares
|
$48.1 Million
0.15% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
595,931
shares
|
$47.9 Million
1.19% of portfolio
|
Q4 2024
Added 402.24%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Feb 05, 2025 Q4 2024 |
595,800
shares
|
$47.9 Million
0.3% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
588,043
shares
|
$47.3 Million
0.18% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
580,800
shares
|
$46.7 Million
0.51% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
569,648
shares
|
$45.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
569,493
shares
|
$45.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
565,052
shares
|
$45.5 Million
0.04% of portfolio
|
Q4 2024
Added 3.45%
|